How Can We Help?
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How To Articles
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- How to Use the Student Check-in Screen
- How to Create a Student Check-in Screen Shortcut (Chrome)
- How to Use Mass Check-In
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
- Best Practice: How to Create an Employee Account for Attendance
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How To Videos
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- Video: Intro Billing Training
- Video: How to Set Up the Inventory
- Video: The Payments Dashboard
- Video: The Billing Dashboard
- Video: Vault Invite
- Video: Adding a Vault Item
- Video: Creating an Invoice
- Video: Invoicing Dashboard
- Video: Invoice Details
- Video: How to Refund a Transaction
- Video: Switch from Classic Billing to New Finances Orientation
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Getting Started
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FAQs / Best Practices
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- Best Practice: How to Create an Employee Account for Attendance
- Best Practice: How to Add Revenue Streams
- Tip: How to Remove Unpaid, Inactive Recurring Billings
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Delete a Program or Rank with Students Attached
- Tip: Use Programs to Track Employee Time
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
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2023 Finances Uplift
Video: Switch from Classic Billing to New Finances Orientation
Last Updated
Watch the video below for an orientation on switching from Classic Billing to the New Finances.
Please note: This video is NOT a tutorial or training; the purpose of this video is to provide a bit of background on why things have changed and to orient Classic Billing users so they can more easily navigate the new experience. Click here for the uplifted finances training video on YouTube.
Below the video, we included links to the how-to articles for the main tasks in Finances. You can find all other how-to articles on the main Knowledge Base page, under the Uplifted Finances (Limited Availability) category.
New Finances how-to articles:
- Overview of the Finances page
- How to update Finances Settings and how to add items to the Inventory
- How to add a recurring billing and understanding recurring billings
- How to add a payment method
- How to add an invoice
- How to pay an open invoice
- How to refund a payment, void or credit an invoice, or update a recurring billing